Wealth Management Client Service Associate

35 Days Old

At Parkview Partners Capital Management , our mission is to unite a tax efficient, consistent, objective, disciplined and reputable wealth management process with a high level of personal service and communication. We seek to execute our business in an objective manner with the utmost integrity, competence and responsibility that one would expect from a fiduciary. We are looking for a Client Service Associate with strong attention to detail and a passion for delivering exceptional client service. In this role, you'll be instrumental in helping us exceed client expectations while contributing to our positive, team-oriented culture.
WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT? Competitive Salary and Benefits - We offer a top-tier compensation package, including: • Competitive Base Salary: Benchmarked against the industry's top quartile. • Performance Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction. • Benefits: 100% paid medical, dental and vision insurance for employees, a 3% 401(k) match, and paid time off. • Work Location: Our offices are in the highly desirable German Village area and have employee parking. • Employee Engagement: We conduct annual- employee reviews, with bonuses but are a closely held business with an open-door policy. • Growth Opportunities: We provide every team member with a path for growth and development.
WHAT YOU WILL DO AS A CLIENT SERVICE ASSOCIATE • Administrative Tasks: Managing correspondence, scheduling meetings, organizing files, handling inbound/outbound mail and packages, maintaining common areas and supplies, greeting clients and guests. • Operational Support: Coordinating internal processes to ensure smooth operations, providing backup support for other administrative roles. • Financial Support: Ordering/mailing client gifts, preparing prospect packets, processing payments and invoices, tracking and organizing financial information. • Client Interaction: Acting as a first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere, answering phone calls, scheduling appointments, assisting with client inquiries. • Collaborate with internal teams to complete and follow up on client requests. • Take initiative to identify innovative solutions to resolve account matters and meet client needs. • Deliver exceptional customer service to strengthen client relationships and enhance the overall experience. • Work with Fidelity, LPL and Charles Schwab dealing with client accounts, distributions and concerns. • Onboarding and opening new accounts for clients from all three institutions.
COMPENSATION & BENEFITS • Base Salary: $50,000-$55,000/year. • Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction. • Insurance: 100% paid medical, dental and vision insurance for employees. • Retirement Savings: 3% 401(k) Match.
REQUIRED QUALIFICATIONS & CHARACTERISTICS • Bachelor's degree. • Client service experience (financial industry preferred). • Financial licensing not required, however a plus. • Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.) not required, however a plus. • Proficient in Microsoft Office Suite. • High degree of accuracy, attention to detail, and strong problem-solving skills. • Self-motivated, positive attitude with a collaborative mindset. • Excellent written and verbal communication skills.
Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Parkview Partners Capital Management!
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Location:
Columbus, OH, United States
Category:
Office And Administrative Support Occupations

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